Scheduled Reports let you create recurring reports from your Explorer/table data and automatically send them to the right people on a daily, weekly, or monthly cadence. Instead of manually exporting data every time, you can build a report once and have Logixboard generate it automatically.
Before you begin
Scheduled Reports are available from Tools > Scheduled Reports.
Reports currently support Shipments as a data source, with additional data sources being added over time.
Reports are delivered as a secure download link via email and not as an email attachment.
How to Schedule a Report (video)
How to Schedule a Report (step-by-step)
Navigate to Tools > Scheduled Reports
Click Create Report
Enter:
Report Name
Description (optional)
Choose your Data Source
Once done, click Next
Select the columns you want included in the report and reorder columns as needed
Apply filters to limit the data returned
Click Next
Configure your schedule:
Date field
Relative date range
Daily, Weekly, or Monthly cadence
Delivery time (based on your local time zone)
Select which organizations should be included
Choose the recipients
Review the summary
Click Save Report
Your report will now run automatically based on the schedule you've configured.
Manage existing reports
From the Scheduled Reports list, you can:
View report details
Review run history
See when the report last executed
View download history
Duplicate a report
Disable a report
Delete a report
Duplicating a report is useful when creating similar reports with only small differences, such as separate Air and Ocean shipment reports.
View generated reports
Recipients receive an email notification when a report has been generated.
Selecting View Report opens the report inside Logixboard, where users can download the latest export.
Reports are not sent as email attachments.
Manage notifications
If you no longer want to receive notifications for a scheduled report:
Open a Scheduled Report email.
Select Unsubscribe.
Update your notification preferences.
Muted reports can be re-enabled at any time from your notification settings.
Frequently Asked Questions
Can customer users create Scheduled Reports?
Yes. Customer users can create and manage their own scheduled reports.
Can I duplicate a report?
Yes. Duplicate an existing report to quickly create similar reports without starting from scratch.
Are custom columns supported?
Yes. Any custom columns available in your Explorer table are available when building Scheduled Reports.
Why isn't there a report to download?
If no records matched your filters during the scheduled run, a downloadable file is not generated.
Are reports sent as email attachments?
No. Emails contain a secure link to download the report from Logixboard.
Which modules support Scheduled Reports?
Scheduled Reports are designed for Explorer-based modules. Additional supported modules will become available over time as they are released.